Automate WhatsApp Messages to Calendly Invitees Using Pabbly Connect

Learn how to automate WhatsApp messages to Calendly invitees using Pabbly Connect in this step-by-step tutorial. Streamline your appointment notifications effortlessly! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To send WhatsApp messages to your Calendly invitees automatically, you will first need to set up Pabbly Connect. Start by logging into your existing Pabbly Connect account or create a free account if you don’t have one.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will need to name your workflow something like ‘Send WhatsApp Messages for New Calendly Invitees’. After naming, click on ‘Create’ to proceed with setting up the integration.

2. Selecting Applications in Pabbly Connect

In this step, you will select the applications for your workflow. The trigger application will be Calendly, and the action application will be AI Sensi for sending WhatsApp messages. This is crucial as Pabbly Connect will facilitate the communication between these two applications.

• Select Calendly as the trigger application.
• Choose the trigger event as ‘New Invitee Created’.
• Select AI Sensi as the action application.
• Choose ‘Send Template Message’ as the action event.

After selecting the applications, click on ‘Connect’ to establish the connection with Calendly. You will need to authorize Pabbly Connect to access your Calendly account, which is essential for the automation to work effectively.

3. Testing the Integration with Pabbly Connect

After successfully connecting to Calendly, it’s time to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will initiate the waiting for a response from Calendly.

To generate a response, create a dummy appointment in Calendly. Fill in the required details like name, email, and phone number. Once the appointment is scheduled, you will see the details captured in Pabbly Connect, confirming that the integration is functioning correctly.

4. Sending WhatsApp Messages Using Pabbly Connect

With the data captured from Calendly, the next step is to send WhatsApp messages through AI Sensi. In this step, you will configure the WhatsApp message template using Pabbly Connect.

• Map the captured phone number and other details from Calendly.
• Specify the template message you created in AI Sensi.
• Fill in the required parameters for the template message.

After mapping everything correctly, click on ‘Save’ to finalize the WhatsApp message setup. This step ensures that every time a new appointment is created, a WhatsApp message will be sent automatically to the invitee.

5. Conclusion

In this tutorial, we demonstrated how to automate sending WhatsApp messages to Calendly invitees using Pabbly Connect. By setting up this integration, you can streamline your appointment notifications effortlessly.

Now, every time a new invitee is created in Calendly, they will receive an automatic WhatsApp message, enhancing your communication and customer service.